IDFC Equity Opportunity-6-Reg(D)

10.77 0.05 (0.47%) NAV as on 13-Dec-19
Fund Family:IDFC Mutual Fund

PERFORMANCE

Category 3M (%) 6M (%) 1Y (%) 3Y (%) 5Y (%) Since INC.
Scheme Return10.018.2411.15NANA5.52
Category Avg3.941.30-5.6210.94NA6.15
Category Best8.036.735.2016.5720.3022.69
Category Worst0.83-6.21-21.243.756.58-19.55
SENSEX9.703.1914.1415.388.44-
BSE5008.160.627.8611.697.95-
NIFTY9.131.4512.0013.718.01-

* Equity - Returns upto 1 year are absolute and over 1 year are CAGR.

* Debt - Returns upto 1 year are annualised and over 1 year are CAGR.

Performance GRAPH

QUARTERLY RETURNS

Year Q1 Q2 Q3 Q4
20190.103.63NA2.48
2018NANA-1.43NA

ANNUAL RETURNS

Year Fund Return Rank in Category Category Total SENSEX
2018-3.277270-22.12

PEER CATEGORY COMPARISON

Scheme Name NAV(Rs.) As On 09-06-17 Inception Date 1Y (%) 3Y (%) 5Y (%) Since Inception (%)
Canara Rob Equity Diver Fund-Reg(G)140.8918-Sep-0312.4515.339.1117.68
JM Multicap Fund(G)34.4823-Sep-0815.9414.4610.8911.65
Edelweiss Multi-Cap Fund-Reg(G)14.9604-Feb-158.4614.06-8.65
Kotak Standard Multicap Fund(G)37.1417-Sep-0912.6614.0311.2713.64
More from Peer Category Comparison »

Ratios

Statistical Ratios
Standard Deviation [%]14.2122
Semi Standard Deviation [%]0.4462
Beta [%]0.7493
Sharp Ratio [%]0.2193
R-Square [%]0.8821
Expense Ratio [%]0.0000
AVG Ratio [%]0.0595
Other Ratios
Jenson Ratio [%]-0.0022
Treynor Ratio [%]0.0360
Turnover Ratio [%]0.0000
FAMA Ratio [%]0.0109
SORTINO Ratio [%]0.0743

Return Calculator

MARKET STATS As on 13/12/2019 As on 13/12/2019

12086.70 (0.96) 41009.71 (1.05)

TOP GAINERS

Company Price Change Gain (%)
MPS Infotecnics0.100.05100.00
BGR Energy Systems35.705.9520.00

TOP LOSERS

Company Price Change Loss (%)
Parrys Sugar Inds.0.50-0.40-44.44
KSS0.10-0.05-33.33

Portfolio Comparison

MUTUAL FUND ACTIVITY